Skip to content
Pocketlaw Integration

ApproveThis manages your Pocketlaw Integration approvals.

April 17, 2025

Integration Category: Notifications

When Approval Management Meets Legal Operations

Modern legal teams face a double challenge: moving quickly while maintaining airtight compliance. Pocketlaw helps legal professionals manage contracts, templates, and processes – but what happens when approvals bottleneck your workflow? This is where ApproveThis transforms collaboration.

By connecting Pocketlaw to ApproveThis through Zapier, legal teams gain:

  • 50-75% faster approval cycles for NDAs, contracts, and policy updates
  • Full audit trails showing who approved what – and why

Approvers don't need Pocketlaw licenses to review requests. This makes the integration ideal for:

  • External counsel reviewing client contracts
  • CFO teams vetting high-value vendor agreements
  • Cross-department policy approvals

Why This Integration Works

Pocketlaw excels at organizing legal work – but approval processes often live in email chains or Slack threads. ApproveThis adds structure without slowing things down. Legal teams maintain control, while other stakeholders get simple email-based approvals.

Key Technical Synergies

ApproveThis extends Pocketlaw's capabilities through:

Conditional Routing: Automatically escalate contracts over $500k to General Counsel while routing standard NDAs to department heads.

Deadline Enforcement: If a compliance review isn't approved by its due date, ApproveThis reassigns it or triggers alerts in Pocketlaw.

Budget Safeguards: Use calculated fields to flag agreements exceeding department budgets before they reach legal review.

Real-World Workflow Examples

Use Case 1: Contract Review Acceleration

A European SaaS company reduced contract turnaround from 14 days to 72 hours using this integration. Here's how:

1. Sales teams upload draft contracts to Pocketlaw
2. Zapier triggers an ApproveThis workflow
3. Legal team approves standard clauses via email
4. Non-standard terms route to specialized counsel
5. Approved contracts auto-update in Pocketlaw

Result: Legal team saved 20 hours/month re-sending contracts for signature.

Use Case 2: Policy Update Compliance

A healthcare provider automates HIPAA policy reviews:

1. New policy drafts in Pocketlaw trigger ApproveThis
2. Sequentially routes to IT Security → Legal → Compliance Officer
3. Approval thresholds auto-approve minor wording changes
4. Final approval syncs updated policy to employee handbook

Result: 100% audit-ready documentation with version tracking.

Implementation Guide

Time to Setup: 23 minutes (average based on client data)

Zap 1: Pocketlaw → ApproveThis

1. Connect Pocketlaw to Zapier
2. Choose "New Task" trigger
3. Map critical fields: Contract Value, Department, Deadline
4. Connect ApproveThis
5. Set approval rules (sequential vs parallel, thresholds)

Zap 2: ApproveThis → Pocketlaw

1. Use "Request Approved/Denied" trigger
2. Apply filters to exclude denied requests
3. Create Pocketlaw tasks with approval metadata
4. Add conditional logic for urgent priorities

Pro Tip: Use ApproveThis' calculated fields to auto-calculate contract risk scores based on Pocketlaw data before routing.

Department-Specific Benefits

Legal Teams

Reduce "status update" meetings by 40% using ApproveThis' real-time dashboard. Vacation delegation ensures reviews never stall because someone’s OOO.

Finance Teams

Auto-flag contracts exceeding pre-approved budgets before they reach legal. Approval thresholds allow auto-approving low-risk expenses.

Compliance Officers

Built-in audit trails satisfy regulatory requirements. Every approval includes timestamps, comments, and decision rationale.

Beyond Basic Approvals

ApproveThis adds unique value through features most teams don't initially consider:

Dynamic Routing: If a Pocketlaw task is marked "Urgent", ApproveThis can skip junior reviewers and route directly to GC.

Conditional Fields: Show/hide approval questions based on contract type. Sales agreements might require revenue projections, while employment contracts need non-compete details.

Escalation Paths: If a reviewer doesn't respond within 48 hours, ApproveThis automatically reassigns the request while notifying their manager via Pocketlaw.

Getting Started

To implement this integration:

1. Create your Pocketlaw account
2. Sign up for ApproveThis
3. Connect both apps via Zapier using the workflows above

For complex legal environments, request an ApproveThis demo to configure multi-tiered approval chains matching your compliance needs.

Final Considerations

While the integration works out-of-the-box, success depends on aligning it with your existing processes:

Do:
- Start with high-volume, low-risk approvals like NDAs
- Use approval groups for multi-department reviews

Don't:
- Automate approvals for novel contract types initially
- Forget to set escalation rules for vacationing approvers

When implemented thoughtfully, this integration becomes the silent engine powering faster legal decisions without compromising control.

🥳

Integrate with Pocketlaw Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

Learn More

Best Approval Workflows for Pocketlaw

Suggested workflows (and their Zapier components) for Pocketlaw

Create approval requests for new Pocketlaw tasks

When a new task is added in Pocketlaw, this automation creates an approval request in ApproveThis to ensure the task meets compliance and quality standards. This workflow is ideal for legal teams that require a structured process for task verification.

Zapier Components

Pocketlaw Logo

Trigger

New Task

Triggers when a new task is added.

Action

Create Request

Creates a new request, probably with input from previous steps.

Create Pocketlaw tasks from approved requests

When an approval decision is made in ApproveThis, this automation creates a new task in Pocketlaw to follow up on the approved request. It ensures that approved requests are promptly converted into actionable items without manual intervention.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Pocketlaw Logo

Action

Create Task

Creates a new task